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Multiple FetchXML datasets to run SSRS report on current record in Dynamics CRM (prefiltering)

Posted on by 1,075

Hello,

I am developing a FetchXML based SSRS report for Quote in CRM to run from Quote entity. I know I can use single dataset but my requirement is very complex and mandate to use multiple datasets.

For example: I am trying to generate SSRS report using two fetchXML datasets show below. First dataset creates a Parameter and I am trying to use that parameter to filter QuoteProduct records. But I am getting error when I preview report shown below. Am I missing something here? Your help is highly appreciated.

QuoteDS:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="quote" enableprefiltering="1" >
<attribute name="name" />
<attribute name="statecode" />
<attribute name="totalamount" />
<attribute name="quotenumber" />
<attribute name="ownerid" />
<attribute name="new_contactid" />
<attribute name="new_accountid" />
<attribute name="new_pipelinephase" />
<attribute name="new_estimatedclosedate" />
<attribute name="quoteid" />
<attribute name="new_ponumber" />
<order attribute="quotenumber" descending="false" />
</entity>
</fetch>

QuoteProductDS:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="quotedetail">
<attribute name="productid" />
<attribute name="extendedamount" />
<attribute name="new_startdate" />
<attribute name="new_productid" />
<attribute name="new_enddate" />
<attribute name="new_frequencyofbilling" />
<attribute name="uomid" />
<attribute name="quantity" />
<attribute name="priceperunit" />
<attribute name="new_custombilling" />
<attribute name="quoteid" />
<order attribute="new_productid" descending="false" />
<order attribute="productid" descending="false" />
<filter type="and">
<condition attribute="quoteid" value="@quote" operator="eq"/>
</filter>
</entity>
</fetch>

SSRS Data Tools:

SSRS-DataTools.jpg

Error:

0410.ReportError.jpg

*This post is locked for comments

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Multiple FetchXML datasets to run SSRS report on current record in Dynamics CRM (prefiltering)

    Hi,

    what i means is this.

    5287.13.png

  • RE: Multiple FetchXML datasets to run SSRS report on current record in Dynamics CRM (prefiltering)

    No. I am providing parameter @quote as shown below image:

    QuoteProductDS-Parameter.jpg

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Multiple FetchXML datasets to run SSRS report on current record in Dynamics CRM (prefiltering)

    Hi,

    based on the picture, a wrong format of parameter is provide. Look at the Error picture and the parameter. It seems you are providing fetchxml value, instead of a guid.

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